Member Info for SS17

Not all Tullow’s production are hedged? Unhedged will general extra cash while haste will provide a stable cash flows

Just topped up at 40, won’t stay too long at this level as oil price seem bullish may reach $100+ soon so as Tullow
DYoR

Don’t understand why didn’t the specify the amount? This will be a good indicator as to how serious the deal is and how much in contributed to the sclp liquidity

This is just one, more in the pipeline; it is becoming an exciting stock; can easily be a half billion $ , massive upside ; I won’ be selling until it goes £1. DYoR

Scancell to receive from Genmab an upfront payment as well as potential milestone payments of up to $208 million for each product developed and commercialised, up to a maximum of $624 million if Genmab develops and commercialises products across all defined modalities. Scancell will also receive low single digit royalties from Genmab on net sales of all commercialised products.

This pure baseless speculation; HBR couldn’t even keep its premier oil SL project after spending millions , unlikely will go for Tullow which different asset base and strategy

Fcf forecast $200m assumed oil price $95 range ; some one mentioned here $400m, not sure what is the source whether it was exaggerated? I’m invested here so I would humbly ask plz put the fact, do not confuse with overstated number unless there is a good source or reference provided !
Per the half yearly report , if we take $4.7b reserve value, less debts $2.3b less current mv $550m; this still leaves over $1.5b potential valuation uplift ; if oil price stays at this level we can hope for it ; SP can easily reach 80p+ range ! I would be happy if Tullow starts improving gearing by paying down debts so it can create value for shareholders reducing interest rate risk. In my view it’s one of the cheapest London listed stock with low production cost within stable jurisdiction.

Reserves of 242 million barrels as of 30 June, valued at c.$4.7 billion after hedging (c.$5.3 billion before hedging)[1].

DYoR

Makes no sense blaming Rahul for the sp, he doesn’t control stock market, but he produced good set of results, Tullow is now a cash generating profitable business, gradually will reduce its debts, improve gearing, a low cost producer! If any one believes in co fundamental should not be concerned by short term drop, it may be opportunity to top up, I will certainly do so , oil price still above $75, Tullow is making money, I’m positive on this as always, Tullow never let me down , I have seen it went 12p back to 60p when oil price was oil below current level, sp should be stronger
DYoR

Evg was on my watchlist for last 2 years, finally I invested last week at 5p, I think it has great potential with multiple products in the pipeline; SFX01 licensing deals worth $160m + royalty, this is just one , more to come ! If it stays or drops below 5 will accumulate , hope it comes good in the long term
DYoR

Great timing , it’s going back to £1.50 + soon

Patience investors will be rewarded here, I started buying at 21p , averaging down , today’s last trade was from me bought at 13.49; I think it will come good , will take its time, Rome wasn’t built in a day , sclp is slowly making progress to big which will not only make its investors rich but also save many lives
DYoR

Looks like too many depressed shareholders, this board really needs some positivity and some constructive comments.

I recognised many sitting at the big paper loss , including me, today I have topped up to average down as looks to me it’s bottomed. My simple philosophy is when I invested what was the fundamental reason , it has a few unique potential product which could be game changer ; especially this one and covid kit as bonus ; what value would you put if NHS adopt it and subsequent FDa approval into US market ? Potential is big, hence I have topped up and trying my luck ! Will hold until it either reach to potential or goes bust ! Yesterday we have seen how Evg jumped 160% in a day , it was on my watch list, but missed the big spike , if drops may buy some . gDr could jump like this on any positive rns!

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DYoR

More likely it’s bottomed; we should see blue next few days and sp recover. It still has strong defence business while travel industry recovering which will help rr generating revenue and increased cash flows. For me it’s not current business rather future potential include nuke SMR, electric plane , the next Tesla in the aerospace industry, I will hold and keep topping up if price stays in this region
Dyor

Agree study result will play a key role , It has proven recoverable commercial reserve just need a farm in partner which will make this share price jump big time ; short term it will fluctuate or nay even go down due to potential fund raising. RKh next positive move also make some positive impact on bor price as it’s I’ll give market confidence that Falkland is in business backed by UK as it will help with UK energy needs and reduce any political uncertainty
DYoR

What does it mean for RR? This time I’m really disappointed with RR sp, when Market sentiment is negative Rr is at the top loser list but when positive it’s at the bottom! Looks like JPM is right every time they downgrade; though I have my biggest stake in this co and I’m at big loss ! I just hope it’s unrealised loss and get back to £1.20+ when market stabilise! My fundamental says it should be valued at £1.50 at minimum( in next 12 months with £3.50 within 3 years )

I’m holding Melrose which was quite steady in this week turmoil same for IAg, but RR is a dog for me for the time being.

Agree, it’s one of the best FTse 100 well run business, with low debts and stable ;just topped up
DYoR

Here comes the expert , many will come I told you so price going below 45 or 40 etc , whole market down today especially oil price drops so as Tullow; if anyone think oil will price stay between $80-$90 range or higher buy Tullow; I certainly think so hence holding as Tullow generating cash through selling oil …. It’s a low cost producer , gradually will reduce debts and increase profitability and liquidity. This is simply unrealised loss until you sell when it bounce back will recover
DYoR

Iag is in much better shape then a year ego , started generating profit and positive cash flows ; with high inflation cash is not king, I rather invest into stock like IAg which will give better returns , short term we may see a few penny down but it’s strong buy with my target price £3.50. Just topped up and same for Melrose ; keep holding until both fully recovered, be it another 2/3 years
DYoR

Well said , Tullow is becoming a solid sustainable business, it’s not for short term investors, patience investors will be highly rewarded! Today’s result proves it’s going towards right direction, generating revenue, a low cost producer , started making profit, as it’s improves gearing ratio and creating more reserve , Tullow willbound to be -rated and reach to its old high …perfect time for its to explode as oil price is over $90 and there is energy crisis while Tullow operating in the stable jurisdiction, take a position and hold tight.
DYoR

I get worried when MF talks about RR, as they are so inconsistent, one day they will buy next day it’s a sell …. This article balanced though and reflects my view . I think we will see some traction and positivity in the RR share price given we have new UK PM, new King , they will try to do something to give public confidence and boast economy which will help British businesses, RE should benefit from this as it has lot to offer ; nuke SMR, electric aircraft, new technology into defence and aerospace industry!

My initial target £1.40 where it was last year and then move towards £2.50+. It’s long term hold , one of the cheapest FTse 100 co
DYoR

We should see IAG up tomorrow if it’s follows US market , up by 5% today ! I expect IAg to go back to £1.50 range soon
DYoR